See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,794 | $95,971+41.5% | $74,550+82.2% | $135,375+0.3% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -3.99% | 56.96%-61.0pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,186 | $2,716-19.5% | $1,961+11.5% | $4,779-54.3% |
| Participant deferral / active EE | $1,861 | $3,843-51.6% | $3,108-40.1% | $5,609-66.8% |
| Admin fee / account holder | $4,717 | $6,522-27.7% | $5,060-6.8% | $10,827-56.4% |